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RAFFA WEALTH MANAGEMENT, LLC’s Constellation Brands STZ Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.56K Buy
40
+5
+14% +$743 ﹤0.01% 568
2026
Q1 		$5.25K Buy
35
+2
+6% +$309 ﹤0.01% 523
2025
Q4 		$4.55K Hold
33
– – ﹤0.01% 532
2025
Q3 		$4.44K Buy
33
+12
+57% +$1.91K ﹤0.01% 508
2025
Q2 		$3.42K Hold
21
– – ﹤0.01% 573
2025
Q1 		$3.85K Hold
21
– – ﹤0.01% 479
2024
Q4 		$4.64K Hold
21
– – ﹤0.01% 455
2024
Q3 		$5.41K Sell
21
-698
-97% -$173K ﹤0.01% 397
2024
Q2 		$185K Hold
719
– – 0.05% 87
2024
Q1 		$195K Buy
719
+698
+3,324% +$177K 0.06% 85
2023
Q4 		$5.08K Hold
21
– – ﹤0.01% 389
2023
Q3 		$5.28K Sell
21
-29
-58% -$7.57K ﹤0.01% 370
2023
Q2 		$12.3K Hold
50
– – ﹤0.01% 252
2023
Q1 		$11.3K Hold
50
– – ﹤0.01% 278
2022
Q4 		$11.6K Sell
50
-3
-6% -$718 ﹤0.01% 264
2022
Q3 		$12.2K Buy
53
+3
+6% +$731 0.01% 252
2022
Q2 		$11.7K Hold
50
– – 0.01% 268
2022
Q1 		$11.5K Hold
50
– – ﹤0.01% 274
2021
Q4 		$12.5K Buy
50
+16
+47% +$3.65K ﹤0.01% 269
2021
Q3 		$7.16K Buy
34
+1
+3% +$218 ﹤0.01% 308
2021
Q2 		$7.72K Hold
33
– – ﹤0.01% 290
2021
Q1 		$7.52K Buy
33
+3
+10% +$676 ﹤0.01% 321
2020
Q4 		$6.57K Hold
30
– – ﹤0.01% 312
2020
Q3 		$5.68K Hold
30
– – ﹤0.01% 307
2020
Q2 		$5.25K Buy
30
+5
+20% +$833 ﹤0.01% 304
2020
Q1 		$3.58K Buy
25
+7
+39% +$1.24K ﹤0.01% 333
2019
Q4 		$3.42K Hold
18
– – ﹤0.01% 321
2019
Q3 		$3.73K Buy
+18
New +$3.61K ﹤0.01% 302
2019
Q2 		– Sell
-18
Closed -$3.16K – 1302
2019
Q1 		$3.16K Hold
18
– – ﹤0.01% 285
2018
Q4 		$2.9K Hold
18
– – ﹤0.01% 303
2018
Q3 		$3.88K Hold
18
– – ﹤0.01% 288
2018
Q2 		$3.94K Hold
18
– – ﹤0.01% 273
2018
Q1 		$4.1K Buy
+18
New +$3.96K ﹤0.01% 264
2017
Q1 		– Sell
-6
Closed -$920 – 792
2016
Q4 		$920 Hold
6
– – ﹤0.01% 461
2016
Q3 		$999 Hold
6
– – ﹤0.01% 423
2016
Q2 		$992 Hold
6
– – ﹤0.01% 398
2016
Q1 		$907 Hold
6
– – ﹤0.01% 423
2015
Q4 		$855 Hold
6
– – ﹤0.01% 443
2015
Q3 		$751 Hold
6
– – ﹤0.01% 474
2015
Q2 		$696 Hold
6
– – ﹤0.01% 519
2015
Q1 		$697 Hold
6
– – ﹤0.01% 527
2014
Q4 		$589 Hold
6
– – ﹤0.01% 601
2014
Q3 		$523 Buy
+6
New +$522 ﹤0.01% 612
2014
Q1 		– Sell
-6
Closed -$589 – 673
2013
Q4 		$589 Buy
+6
New +$401 ﹤0.01% 601

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return
AFCM
Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's STZ Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Constellation Brands (STZ) stake by 14% in Q2 2026, buying an estimated $743 and bringing the position to 40 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in STZ in Q4 2013 and has held it in 44 quarters since. The position peaked at $195K in Q1 2024. 330 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 40 shares of Constellation Brands worth $5.56K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 5 Constellation Brands shares in Q2 2026, an estimated $743.
  • Constellation Brands made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #568 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Constellation Brands in Q4 2013 and has held it in 44 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Constellation Brands position peaked at $195K in Q1 2024.
  • 330 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.